As an expert in finding foundational and creative alternatives to stock-market risk, I bring together financial strategies and 27 years of teaching experience for a unique, learning-focused approach to financial decision making. I bring this informative approach to clients through one-on-one consultations at my firm, TrueWealth Financial.
In my mid 50s, I woke up to my own mistakes in preparing for retirement. I researched tirelessly and found the solutions that I am now passionate about sharing with everyone 鈥� particularly in the areas of tax-free and tax-favored wealth accumulation and protecting retirement cash flow distribution. As a result, TrueWealth Financial has become a trusted ...
